Secure Act 2.0 (2026)
The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It contains a wide range of provisions designed to encourage retirement savings.…
A closer look
at this course.
The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It contains a wide range of provisions designed to encourage retirement savings. Additionally, it brings about changes affecting required minimum distributions, Roth IRAs and designated Roth accounts. The Act addresses desirable outcomes, including:
- Creating improved retirement security;
- Ensuring retirement income preservation;
- Simplifying retirement plan rules; and
- Enhancing federal revenue.
This course will discuss the various provisions of the Act, beginning with those provisions that are immediately effective and followed by those that become effective in subsequent years. In doing so, appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes.
What you’ll
take away.
4 learning objectivesAfter completing this course, students should be able to describe the SECURE Act 2.0’s provisions including:
Identifying the provisions designed to expand retirement plan coverage and increase retirement savings;
Describing the provisions designed to enable plan participants to preserve their retirement income;
Listing the provisions that simplify retirement plan rules; and
Identifying those provisions designed to enhance federal revenue.
One chapter
at a time.
01Chapter 1 - Secure Act 2.0
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Open lesson in student portal02TOPIC Expanding Retirement Security - 2023
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Open lesson in student portal03TOPIC Summary - Expanding Retirement Security - 2023
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Open lesson in student portal04Chapter 2 - Secure Act 2.0
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Open lesson in student portal05TOPIC Expanding Retirement Security – 2024 & Later
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Open lesson in student portal06TOPIC Summary - Expanding Retirement Security – 2024 & Later
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Open lesson in student portal07Chapter 3 - Secure Act 2.0
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Open lesson in student portal08TOPIC Preserving Retirement Income
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Open lesson in student portal09TOPIC Summary - Preserving Retirement Income
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Open lesson in student portal10Chapter 4 - Secure Act 2.0
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Open lesson in student portal11TOPIC Simplifying Retirement Plan Rules - 2023
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Open lesson in student portal12TOPIC Summary - Simplifying Retirement Plan Rules - 2023
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Open lesson in student portal13Chapter 5 - Secure Act 2.0
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Open lesson in student portal14TOPIC Simplifying Retirement Plan Rules – 2024 & Later
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Open lesson in student portal15TOPIC Summary - Simplifying Retirement Plan Rules – 2024 & Later
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Open lesson in student portal16Chapter 6 - Secure Act 2.0
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Open lesson in student portal17TOPIC Revenue Provisions
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Open lesson in student portal18TOPIC Summary - Revenue Provisions
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Open lesson in student portal19Glossary - Secure Act 2.0
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Open lesson in student portalEverything in
its right place.
Course materials and resource information, together in one place.
Materials, license & usage information
Copyright 2026 by Winn Publications ALL RIGHTS RESERVED. NO PART OF THIS COURSE MAY BE REPRODUCED IN ANY FORM OR BY ANY MEANS WITHOUT THE WRITTEN PERMISSION OF THE COPYRIGHT HOLDER. All materials relating to this course are copyrighted by Winn Publications. Purchase of a course includes a license for one person to use the course materials. Absent specific written permission from the copyright holder, it is not permissible to distribute files containing course materials or printed versions of course materials to individuals who have not purchased the course. It is also not permissible to make the course materials available to others over a computer network, Intranet, Internet, or any other storage, transmittal, or retrieval system. This document is designed to provide general information and is not a substitute for professional advice in specific situations. It is not intended to be, and should not be construed as, legal or accounting advice which should be provided only by professional advisers. No advance preparation needed Program Level - Basic Program prerequisites - None Delivery method - QAS self-study Recommended CPE credits - 4 Recommended field of study - Taxes
Your course
assessments.
Review the exams listed for this course. Take your assessments in the student portal. Follow this course’s exam completion requirements.
The details
that matter.
- Program level
- Basic
- Program prerequisites
- None
- Delivery method
- QAS Self-Study
- Recommended CPE credits
- 4
- Recommended field of study
- Taxes
- Education type
- tax_cpe
- Tax CPE credits
- 1.00
- IRS CE program number
- NBOAN-U-00030-23-S
Requirements & course notices
No advance preparation needed
Confirm that this course meets your individual professional and licensing requirements before enrolling. Review the course information and contact our team if you need guidance.
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